MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1.09B
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$5.73M
3
+$4.89M
4
APH icon
Amphenol
APH
+$1.93M
5
VLTO icon
Veralto
VLTO
+$1.28M

Top Sells

1
+$17.4M
2
+$17.1M
3
+$16.7M
4
AVGO icon
Broadcom
AVGO
+$10.8M
5
SAP icon
SAP
SAP
+$9.17M

Sector Composition

1 Technology 42.9%
2 Industrials 16.6%
3 Financials 10.15%
4 Healthcare 9.2%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.9M 2.22%
189,441
+4,655
27
$28.1M 2.15%
142,008
-181
28
$26.5M 2.03%
119,827
+5
29
$24.2M 1.85%
62,447
-9,172
30
$23.6M 1.8%
41,579
+580
31
$15.6M 1.19%
47,482
-62,947
32
$7.95M 0.61%
192,684
+7,498
33
$6.13M 0.47%
77,288
+3,003
34
$3.21M 0.25%
4,008
+155
35
$133K 0.01%
756
-374
36
$41.1K ﹤0.01%
579
37
$25K ﹤0.01%
207
38
$19.2K ﹤0.01%
451
39
$13.8K ﹤0.01%
381
40
$13.7K ﹤0.01%
46
41
$3.37K ﹤0.01%
61
1
2